Certified Financial Planners in Kolkata –The Best Fit for Kolkatians

Ready to take control of your financial future?

Start with your first Plan sitting from your home with
Dedicated NS Wealth Financial Planners

SEBI REGISTERED INVESTMENT ADVISOR
FPSB CERTIFIED FINANCIAL PLANNER

10,000

Satisfied
Clients

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Rs.100Crs

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Comprehensive Financial Planning for Kolkatians

Kolkata, also known as the City of Joy, is one of the most significant cities in Eastern India. Once considered the most affordable Metropolis among Tier 1 cities in the country, it is now struggling with rising costs of living. The Conservative Bengalis and Marwaris of the town are now adopting a more pragmatic, less conservative approach to personal finance, in response to the changing dynamics of city life. That is, NS Wealth is trying to solve for Kolkatians.
NS Wealth, a FPSB-certified Financial Planner and SEBI-registered Investment Advisor, offers comprehensive financial planning services with dedicated online consultants throughout Kolkata. We present a comprehensive approach for managing and achieving financial goals. The service delivery mechanism is a collaborative effort of a team of dedicated Certified Financial Planners, investment and insurance experts, and Tax Consultants.
If you are in the city of Kolkata and looking for a Certified Financial Planner to help you and your family navigate your financial journey, NS Wealth Solutions is the right partner to look for.

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Our Planning process

STEP 1

Introductory Call

We begin with a complimentary introductory call, during which we understand your financial background, goals, current challenges, and expectations. This is your opportunity to ask questions and learn more about us. Our team listens carefully to grasp your unique needs and objectives. Based on this conversation, we assess whether our services align with your requirements and explain how NS Wealth can support you in your financial journey. No obligations, just a transparent discussion.

STEP 2

Create Plan with Advisor

Once we understand your needs, we work closely with you to design a customized financial plan tailored to your specific requirements. Our advisors take a 360-degree view of your income, expenses, assets, liabilities, and goals. Together, we craft a step-by-step strategy that aligns with your life stage and aspirations. We ensure your plan is practical, achievable, and adaptable to life changes.

STEP 3

Find the right financial solution

it’s investments, insurance, retirement planning, tax-saving, or estate planning options, we help you choose what fits best. Our advice is entirely unbiased and always in your best interest. We prioritize cost-effective, performance-driven, and goal-oriented options.

STEP 4

Plan Execution Support

We don’t just stop at giving advice — we walk the journey with you. Our team provides comprehensive support in executing your financial plan, whether it involves opening accounts, selecting funds, or completing necessary documentation. We ensure that every recommendation is implemented smoothly and efficiently, keeping you informed and in control throughout the process.

STEP 5

Periodic reviews

Your financial plan is regularly reviewed and updated to reflect market changes or life events. We schedule periodic reviews to ensure that your strategy remains aligned with your goals, responds to market changes, and adapts to any shifts in your personal or financial life. It’s a continuous process of improvement and support.

How can our team of Certified Financial Planners help?

NS Wealth has a dedicated team of Certified Financial Planners to help every Kolkatian plan their financial journeys better. The team has provided financial planning services to over 1,000 families, boasting a combined 20 years of training and experience. Our CFPs can :

  • Help you achieve a balance between life and financial choices.
    Achieve the family’s essential financial goals, like Children’s education, marriage, or buying the dream home.
  • Support their client in adopting a systematic approach to handle post-retirement expenses, ensuring they don’t outlive their retirement fund corpus.
  • Plan for Smooth navigation of financial emergencies and future shocks.
  • Plan one’s financial life in line with Indian tax laws, save taxes, and utilize them to optimize things more effectively.
  • Help every client identify the right financial products and declutter the jargon that makes it challenging for a regular person.

Who we serve

Our Client includes

Salaried

Helping them achieve their financial goals and emergencies, and optimize for taxes.

Professionals

Helping them navigate between life goals and emergencies with an unsteady flow of income.

Families

Plan for children’s education, housing, and intergenerational wealth.

Entrepreneurs

Helping them create a balance between unforeseen business challenges and personal finance.

NRIs

With robust financial plans to attain life goals and navigate between taxation of different countries.

Retirees

Helping them to optimize post-retirement income strategies so that they don’t outlive their savings.

Why Kolkatians should choose us?

NS Wealth’s team is well-equipped with the skills of planning, portfolio management, insurance underwriting, and saving taxes. The team already has experience in handling various financial goals and emergencies, making NS Wealth a suitable partner for each Kolkata resident. Our proprietary approach to the client’s financial well-being makes us your apt partner to plan & manage challenges. We follow the Dream, Decide, and Do framework, which helps our clients plan things in a structured fashion. The framework also keeps the client ready to handle all financial shocks and emergencies. Our consultation service is also available online for all Kolkatians across the city.
Whether you are a salaried person, a Marwari business family, or a public sector employee, NS Wealth’s financial planning service is for everybody.If you aim to prepare your first plan or seek advice on your current approach with another financial advisor, our team is always available.

Are you ready to create your first financial plan, or would you like to discuss your current situation with one of our experts? It is time to initiate.

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Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs

#1

Retirement Planning

We help you build a retirement plan that ensures financial freedom in later years.

#2

Expert MF Portfolio Analysis

Our SEBI-registered advisors conduct a detailed analysis of your mutual fund portfolio.

#3

Financial Health Check up

An X-ray of your present state of finances to reach the desired state sooner

Frequently Asked Questions -FAQs

A CFP is a certified expert from the Financial Planning Standards Board of India, like a CA by ICWA. Their training enables them to advise clients on creating personalized financial plans that help them achieve their financial goals and address financial emergencies. Broadly speaking, a CFP performs multiple tasks, which include making plans, managing investments, addressing emergencies with insurance advice, and providing guidance on tax planning and savings.

Hiring a certified financial planner in Kolkata is essential. The tiring lifestyle of Kolkatians and the economic uncertainties that accompany it cannot be adequately addressed by simply investing in a mutual fund scheme or an insurance policy. It requires a detailed, planned, and pragmatic approach to financial life, and that is where the expertise of a Certified Financial Planner is of utmost importance.

Yes, NS Wealth is a certified firm registered with the Securities and Exchange Board of India (SEBI)as a Registered Investment Advisor and with the Financial Planning Standards Board (FPSB) of India as a Certified Financial Planner.

Your financial planning journey with NS Wealth begins with an introductory call with a Client Relationship Manager. This call is an opportunity for you and NS Wealth to get to know each other. Following this, we arrange a detailed session with a Certified Financial Planner to understand your financial aspirations, current financial health, and approach. It forms the basis of your first financial plan, which the planner will review annually.

The cost of NS Wealth’s financial planning service is transparent and fair. It consists of a one-time fee of Rs 14,999 for preparing the first economic plan. Additionally, there is a yearly fee equivalent to 1% of the total value of assets for which NS Wealth would provide regular advice, conduct regular reviews of investments, and update the plan based on changing life and market conditions.

Yes, NS Wealth provides online consultations on Google Meet or Zoom. We also offer every client an online account with a mobile app for tracking performance.

Free Financial Planning Guide
for 2025

Created by NS Wealth Experts

FINANCIAL PLANNING GUIDE 2025